Australian Investors Podcast
Rask
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process.
At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money.
Find our show notes here.
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money.
Find our show notes here.
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
Episodes
Mentioned books
Oct 23, 2026 • 40min
Is the US dollar losing its grip? Gold vs Bitcoin
Justin Lin, an ETF analyst and commodities specialist at Global X, explores whether gold, copper and broader commodities are becoming core portfolio holdings. He discusses currency debasement, deglobalization, critical minerals, AI-driven demand and fractured supply chains. The conversation compares physical assets, commodity futures and Bitcoin, before Lin makes a five-year choice between gold and crypto.
Oct 20, 2026 • 57min
Private credit explained: liquidity, diversification and the risks investors miss
Nehemiah Richardson, CEO of Pengana Credit and a private markets specialist, explores why private credit is attracting everyday investors. They unpack illiquidity, manager selection and diversification, then examine redemption queues, software exposure and the difference between credit problems and liquidity events. The conversation also compares Australia’s property-heavy market with broader global opportunities and considers how investors should assess risk.
Oct 16, 2026 • 1h 9min
Firmus, small caps & Bitcoin - with Andrew Page
Andrew Page, Australian investor and founder of small-cap community Strawman, returns for a wide-ranging conversation. He examines the collapse of the Firmus IPO, his concentrated investing process, and why Australian small caps remain fertile ground. He also explores AI as a research assistant, its long-term potential, and his journey from Bitcoin skeptic to investor.
Oct 13, 2026 • 25min
AI’s pricing reset: when more productivity means less profit
AI may help four people do the work of ten, but that productivity boost can create a pricing problem. Explore the shift from seats and subscriptions to usage, credits, and outcomes, with examples from Intercom, WiseTech, Salesforce, Atlassian, and Stripe. The discussion examines AI support costs, billing infrastructure, competitive advantage, and the unit economics investors should scrutinize.
Oct 11, 2026 • 43min
Scott Phillips & Jess Leung: LIVE at Her Wealth Her Way (Patchy Audio warning)
Scott Phillips, CIO of The Motley Fool Australia and author of The One Page Investing Plan, joins Jess Leung, Global X portfolio manager and ETF educator, live in Sydney. They discuss getting started, Firmus and Australia’s listing landscape, choosing an investing platform, and the costly emotions behind bad decisions. The panel also shares their smartest and most painful investments, with plenty of laughs.
Oct 9, 2026 • 31min
Rewind: Financial IQ vs EQ — Karen Eley on the money habits that matter
Karen Eley, a money coach and former financial adviser, explores the forces behind our financial decisions. She unpacks financial IQ versus EQ, money personalities, emotional responses to market pressure, and the way childhood stories shape financial wellbeing. She also examines couples’ money dynamics, defining personal success, and teaching children healthy habits.
Oct 6, 2026 • 39min
A 20 bagger on the ASX: inside Soul Patt's bets on EOS & NXG
Dean Price, managing director of principal investments at Washington H. Soul Pattinson, shares the thinking behind two major bets. He reveals how Soul Patts supported Electro Optic Systems through a COVID-era cash crunch without excessive dilution, and explores NexGen Energy, uranium supply, nuclear power and data-centre demand. The conversation also examines concentrated portfolios, debt versus equity, and the power of patient capital.
Oct 2, 2026 • 1h 26min
Finding Monsters: Matt Joass of Maven Funds Management [REWIND to 2019]
Matt Joass, CFA, founder and chief investment officer of Maven Funds Management, explores how to find “compounding monsters” among small and mid-sized companies. He discusses durable competitive advantages, scalable software economics, management incentives, deep research, alternative data and business inflection points. He also shares his approach to valuation, selling when a thesis breaks, and AI as a transformative investment theme.
11 snips
Sep 29, 2026 • 1h 2min
Portfolio construction made simple: five rules for better investing
James Phelan, Rask’s Co-head of Financial Advice, joins a practical conversation about building portfolios around real-life goals. They explore strategic asset allocation, risk tolerance versus capacity, diversification, overlapping ETFs, concentrated holdings and property. They also discuss simplifying investment baggage, managing tax without becoming trapped, lessons from super funds, and five rules for creating calmer, more purposeful portfolios.
6 snips
Sep 25, 2026 • 1h 9min
6 ETFs for the ultra-long-term
James Phelan, Co-head of advice at Rask Advice, joins a long-term ETF challenge spanning 2026, 2036 and 2046. They explore copper miners, Chinese technology, cybersecurity, AI, robotics and quality-factor funds. The conversation also covers Australia’s ageing population, falling birth rates, housing affordability, tax structures, investment platforms and superannuation.
